ECL Stock Recent News

I reiterate a Sell rating on Ecolab Inc., citing overvaluation despite 3% organic revenue growth and margin improvements, with a fair value of $206 per share. Ecolab's local-for-local strategy and pricing power effectively mitigate tariff impacts, but softness in heavy industrial markets will persist into FY25. Ecolab's focus on digital technology and productivity improvements is expected to drive margin expansion, with projected 12-15% adjusted EPS growth in FY25.

ST. PAUL, Minn.--(BUSINESS WIRE)--Ecolab will host a live webcast of its annual meeting of stockholders. As indicated in our proxy statement, the 2025 Annual Meeting of Stockholders will be a virtual-only meeting. Details for the public webcast are as follows: TIME: 12:30 p.m. Central Time     DATE: Thursday, May 8, 2025     DURATION: Approximately 30 minutes     LOCATION: www.virtualshareholdermeeting.com/ECL2025     ARCHIVE: A replay of the webcast will be available 24 hours after the end of.

Despite a strong start, the Dividend Aristocrats are underperforming the S&P 500 in April, with NOBL down 4.88% and SPY down 1.53%. The best-performing Dividend Aristocrats YTD include Consolidated Edison (+25.65%), Cardinal Health (+17.82%), and Coca-Cola (+16.18%). 33 out of 69 Dividend Aristocrats have announced dividend increases in 2025, with an average growth rate of 4.33%.

Ecolab, Inc. (NYSE:ECL ) Q1 2025 Earnings Conference Call April 29, 2025 1:00 PM ET Company Participants Andy Hedberg - VP, IR Christophe Beck - Chairman & CEO Scott Kirkland - CFO Conference Call Participants Luke McFadden - William Blair Manav Patnaik - Barclays Ashish Sabadra - RBC Capital Markets John McNulty - BMO Capital Markets David Begleiter - Deutsche Bank Vincent Andrews - Morgan Stanley Patrick Cunningham - Citi Chris Parkinson - Wolfe Research Shlomo Rosenbaum - Stifel John Roberts - Mizuho Steve Byrne - Bank of America Michael Harrison - Seaport Research Jeff Zekauskas - JPMorgan Laurence Alexander - Jefferies Jason Hass - Wells Fargo Josh Spector - UBS Kevin McCarthy - Vertical Research Partners Andy Wittmann - Robert W. Baird Andres Castanos - Berenberg Operator Greetings.

While the top- and bottom-line numbers for Ecolab (ECL) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Ecolab (ECL) came out with quarterly earnings of $1.50 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $1.34 per share a year ago.

ST. PAUL, Minn.--(BUSINESS WIRE)--Ecolab Inc. (NYSE: ECL): FIRST QUARTER HIGHLIGHTS Delivered another strong quarter of double-digit EPS growth as continued value pricing, volume growth, and productivity improvements more than offset end market trends that softened during the quarter. Reported sales $3.7 billion, -2%, including a 2% unfavorable impact from the sale of the global surgical solutions business and a 2% unfavorable impact from currency translation. Organic sales +3%, with continued.

Ecolab's first-quarter 2025 results are likely to reflect continued strength in the Water business and strong contribution from the Global Pest Elimination segment.

Besides Wall Street's top -and-bottom-line estimates for Ecolab (ECL), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended March 2025.

Ecolab (ECL) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.